See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RJC WEALTH MANAGEMENT, LLC Service code 27 · EIN 45-3569731 50 SUSSEX LANE · HILTON HEAD, SC 299262256 | Advisory (Plan) | $84,682 |
TIAA7+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $54,415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,164 | $61,156+45.8% | $185,823-52.0% | $79,386+12.3% |
| Participation rate | 59.5% | 66.6%-7.1pp | 81.7%-22.2pp | 70.7%-11.2pp |
| Annual return | 10.62% | 19.45%-8.8pp | 122.05%-111.4pp | 116.85%-106.2pp |
| Employer contribution / active EE | $1,081 | $2,321-53.4% | $5,167-79.1% | $2,427-55.5% |
| Participant deferral / active EE | $4,027 | $2,789+44.4% | $5,568-27.7% | $4,046-0.5% |
| Admin fee / account holder | $659 | $710-7.2% | $16,237-95.9% | $626+5.1% |